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Waterloo Capital’s JPMorgan Chase JPM Stock Holding History

Waterloo Capital’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.54M Buy
18,850
+49
+0.3% +$14.9K 0.39% 64
2025
Q4 		$6.06M Sell
18,801
-1,529
-8% -$473K 0.44% 53
2025
Q3 		$6.41M Buy
20,330
+110
+0.5% +$32.7K 0.48% 48
2025
Q2 		$5.86M Buy
20,220
+2,284
+13% +$583K 0.47% 46
2025
Q1 		$4.4M Buy
17,936
+1,743
+11% +$444K 0.41% 58
2024
Q4 		$3.88M Sell
16,193
-734
-4% -$171K 0.41% 62
2024
Q3 		$3.57M Buy
16,927
+423
+3% +$89.1K 0.39% 65
2024
Q2 		$3.34M Sell
16,504
-663
-4% -$130K 0.4% 66
2024
Q1 		$3.44M Buy
17,167
+367
+2% +$66.2K 0.44% 55
2023
Q4 		$2.86M Buy
16,800
+5,815
+53% +$881K 0.46% 49
2023
Q3 		$1.59M Buy
10,985
+1,068
+11% +$160K 0.47% 45
2023
Q2 		$1.44M Sell
9,917
-614
-6% -$84.4K 0.43% 45
2023
Q1 		$1.37M Buy
+10,531
New +$1.44M 0.42% 45
2020
Q1 		$737K Buy
+8,185
New +$994K 0.52% 43

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Waterloo Capital's JPM Position: Q1 2026 in Review

Waterloo Capital increased its JPMorgan Chase (JPM) stake by 0.26% in Q1 2026, buying an estimated $14.9K and bringing the position to 18,850 shares worth $5.54M. The position accounts for 0.39% of the portfolio, ranked #64.

Waterloo Capital first reported a position in JPM in Q1 2020 and has held it in 14 quarters since. The position peaked at $6.41M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Waterloo Capital held 18,850 shares of JPMorgan Chase worth $5.54M as of Q1 2026.
  • Waterloo Capital bought 49 JPMorgan Chase shares in Q1 2026, an estimated $14.9K.
  • JPMorgan Chase made up 0.39% of Waterloo Capital's portfolio in Q1 2026, its #64 holding.
  • Waterloo Capital first reported a position in JPMorgan Chase in Q1 2020 and has held it in 14 quarters since.
  • Waterloo Capital's JPMorgan Chase position peaked at $6.41M in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.